October 11, 2024: The Salesforce connector is now available to connect SalesGRID Deals to Salesforce Opportunity records.
It links the sales process stages of Salesforce to stages in SalesGRID, and connects Salesforce opportunities to SalesGRID deals.
Introduction
Connecting Salesforce to your SalesGRID account allows seamless working with Salesforce opportunities in SalesGRID. It removes the need for tedious and error prone duplicate data entry, and keeps your sales data in sync at all times.
In detail, the connector performs the following operations:
– Fetches The Sales process stages from Salesforce and adds them to a designated SalesGRID playbook; if stages with the same name already exist in the SalesGRID playbook, then those stages are linked to the corresponding Salesforce stages; this process is done automatically during the initial connection. Updates to the Salesforce process stages can be manually fetched at any point later on.
– Fetches all Salesforce opportunities of a user and adds them to the SalesGRID deals; if deals with the same name already exist in SalesGRID, then those deals are linked to the corresponding Salesforce opportunities; any changes to the Salesforce opportunities automatically update in SalesGRID in real-time. Examples of changes are stage, owner, or opportunity name changes
To connect the two systems is the job of a Salesforce and SalesGRID administrator. First a Connected App needs to be created in Salesforce. Then the Consumer Key and Consumer Secret of the Connected App need to be added to SalesGRID, which then initiates fetching of the stages into a designated playbook.
Once the systems are connected by the administrators, SalesGRID users can now link their Salesforce account to their SalesGRID account via OAuth. Once they give permission for SalesGRID to access Salesforce on their behalf, their opportunities are added to the designated SalesGRID playbook under the “Deals” tab.
Administrator – Connect Salesforce to SalesGRID
Set up Salesforce Connected App
Go to Setup -> App Manager->New Connected App
And fill out the form as per below
Note the Callback URL = https://app.salesgrid.us/secure/rest/salesforce/redirect/
It will take approximately 10 minutes for Salesforce to finish registration for Connected App. After this delay, Click “Manage Consumer Details”
Take note of Consumer Key and Consumer Secret
Configure SalesGRID
Go to User Menu -> MyCompany -> Connect Salesforce
This will take you through the connection wizard
Enter Consumer Key and Consumer Secret from Salesforce Connected App
Link Salesforce account of the administrator to SalesGRID via OAuth. This fetches the sales process stages.
After the Salesforce login, the administrator has to grant permission for SalesGRID to access Salesforce data.
Select SalesGRID playbook to fetch sales process stages into.
The administrative connection between the two systems is done.
User – Link Salesforce Account to SalesGRID
Once the administrative connection between the two systems is established, individual users can now connect their Salesforce accounts to SalesGRID.
Go to User Menu -> Profile -> Connect Salesforce
After the Salesforce login, the user has to grant permission for SalesGRID to access Salesforce data.
Once that is done, the user’s accounts are linked. Deals from Salesforce will appear in the Salesforce playbook. Salesforce deals are marked with the Salesforce logo.
Salesforce is the leading system, so opportunities from Salesforce are transmitted to SalesGRID, but not from SalesGRID to Salesforce. Opportunity changes such as name change or moving an opportunity into another stage are also transmitted from Salesforce to SalesGRID.
Revocation
User Access Revocation
Individual users can revoke access at any time, which unlinks the deals from Salesforce, but keeps the deals in SalesGRID.
Go to User Menu -> Profile -> Disconnect Salesforce
Administrator Disconnect
The administrator can also disconnect Salesforce at any time, in which case all user access is removed, and the playbook stages are unlinked, The stages and deals remain in SalesGRID.
Go to User Profile -> My Company -> Disconnect Salesforce